Harbor Capital Appreciation Admin

Frequently Asked Questions About HRCAX

What does HRCAX invest in?

The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. companies with market capitalizations of at least $1 billion at the time of purchase and that the Subadvisor considers to have above average prospects for growth. The stocks of mid and large cap companies in the fund's portfolio are those the Subadvisor expects to maintain or achieve above average earnings growth. The fund may invest up to 20% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.

What is the expense ratio of HRCAX?

Harbor Capital Appreciation Admin (HRCAX) charges an expense ratio of 0.92%. This is the annual fee deducted from fund assets to cover management and operations.

How big is HRCAX?

Harbor Capital Appreciation Admin (HRCAX) manages $24.93B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is HRCAX actively managed or an index fund?

HRCAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was HRCAX launched?

Harbor Capital Appreciation Admin (HRCAX) launched in October 2002 and is managed by the fund issuer.

How has HRCAX performed?

HRCAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.